Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernadette? Claim Your ProfileBernadette Marie Buckley is a financial professional with over four years of experience in the financial services industry. Bernadette is currently registered with MML Investors Services, LLC and is licensed in Indiana. Bernadette has previously been affiliated with MSI Financial Services, Inc. and New England Securities. Bernadette holds the Series 6 and Series 63 licenses. She is also a graduate of the Securities Industry Essentials Examination. Bernadette's expertise includes providing financial planning, asset allocation, and portfolio management for individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
IN
03/25/2017 - Present
MML Investors Services, LLC (Indianapolis IN)
IN
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
IN
01/21/2013 - 01/02/2015
NEW ENGLAND SECURITIES (INDIANAPOLIS IN)
BC
Issued 02/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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